Salesforce Lightning Rollout: Essential Tips to Consider
There is much buzz around the new user interface rolled out by Salesforce – leaders in the cloud CRM space. This upgraded version of Salesforce classic has helped businesses increase their productivity, build apps faster, and work smarter than ever. Designed to support how sales reps function, this new user interface has significantly raised the bar for sales reps that are now able to sell faster and close more deals quickly.
Though the Lightning Experience can be leveraged by new, as well as existing Salesforce customers yet it’s essential to evaluate the features, as well as the level of effort required to enable Lightning Experience for the users. Consequently, it’s crucial to develop a strategy from beginning till the end to ensure a smooth rollout of the interface. However, irrespective of your role in organizing and executing the lightning rollout, it begins with understanding everything you can about the lightning experience.
Here are a few tips, which if followed, can ensure a smooth Salesforce rollout:
Get Hands-on Experience: If you wish to gain Salesforce Lightning experience before enabling it in your production org, then you can easily do so. By using the Migration Assistant Preview feature, you will be able to explore the production org without actually enabling the interface.
Identify Stakeholders: Deploying a lightning project requires the support of an entire team. It’s essential to identify key stakeholders from different departments within your company and involve them right from the beginning. A committee lead by an executive sponsor should be formed.
Align Stakeholders in Your Salesforce Rollout: Irrespective of whether you are still evaluating the features of Lightning experience or have already committed to rolling out the new interface, you’ll require resources and alignment of stakeholders from various departments to succeed. With this, the needs of every department will be fulfilled.
Educate Your Company about Lightning Experience:/It’s essential to educate people across your organization, especially the stakeholders and executive sponsors, about the benefits of Lightning Experience. If you are an existing customer, you can help your company make an educated decision basis your feedback regarding what is supported and what isn’t for different user groups.
Perform Gap Analysis: It’s essential to perform a gap analysis, which provides details about the new interface and the features supported by this new interface. This analysis will determine what will work and what won’t after transitioning to the Lightning Experience. Post this; you can educate your company about what they will gain or miss once you make a shift.
Present Your Findings:After gap analysis, it’s essential to work with your stakeholders to understand the severity of every gap. Once you have evaluated the impact of each gap, you will be able to show your findings to the steering committee. This will help you highlight the benefits, as well as the shortcomings of lightning experience.
Executing a Salesforce Lightning Rollout involves preparing your users for the new experience along with all the technical steps required for implementation. If you are still on the fence regarding the steps to follow for a seamless rollout, it’s crucial that you get in touch with an experienced and reputed Salesforce implementation partner.